2024-01-18T15:03:46-08:00 2023-06-30 472116175 Gassler & Company LLC 5187D Horry Drive Murrells Inlet SC 29576 990PF 2022-07-01 521744058 The Wenger Family Foundation WENG 3015427454 c/o Wenger 2449 Calle Almonte Santa Barbara CA 93109 Robert M Wenger Trustee 3015427454 2024-01-03 Robert Wenger XXX-XX-XXXX true James L Gassler P00257548 8438941600 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 913274 X X 116 116 9343 9343 9887 84796 9887 0 0 0 19346 19346 0 0 4200 2100 2100 25 2000 0 511 255 256 6736 2355 2356 51974 51974 58710 2355 54330 -39364 16991 0 2101 5508 5508 0 0 0 813814 771043 907766 0 0 0 0 815915 776551 913274 0 0 0 0 0 X 815915 776551 815915 776551 815915 776551 815915 -39364 776551 776551 Capital Gain Distributions P 2001-12-01 2022-12-31 22796 0 0 22796 0 0 0 22796 47.12 shs Eaton Vance Large Cap Value P 2021-12-01 2022-10-14 1000 0 1112 -112 0 0 0 -112 109.15 shs Principal Diversified Income F P 2021-12-01 2022-11-09 1261 0 1404 -143 0 0 0 -143 107.25 shs Principal Diversified Income F P 2001-12-01 2022-11-09 1239 0 1552 -313 0 0 0 -313 71.11 shs Carillon Eagle Mid Cap Growth F P 2021-12-01 2022-11-10 5000 0 6115 -1115 0 0 0 -1115 123.59 shs American Funds Growth F P 2001-12-01 2023-02-07 6500 0 8860 -2360 0 0 0 -2360 138.28 shs Carillon Eagle Mid Cap Growth F P 2001-12-01 2023-02-07 10000 0 13175 -3175 0 0 0 -3175 180.22 shs American Funds Growth F P 2001-12-01 2023-02-07 10000 0 12920 -2920 0 0 0 -2920 70.46 shs Carillon Eagle Mid Cap Growth F P 2001-12-01 2023-06-06 5000 0 6628 -1628 0 0 0 -1628 290.96 shs American Funds Growth F P 2001-12-01 2023-06-06 17000 0 17774 -774 0 0 0 -774 209.19 shs First Eagle Overseas Fund P 2001-12-01 2023-06-06 5000 0 5369 -369 0 0 0 -369 9887 -1370 236 0 236 0 236 2688 0 2688 -2688 2452 0 2452 false false false false false false false true true DE CA true false false false false true N/A Robert M Wenger 3014527454 2449 Calle Almonte Santa Barbara CA 93109 false false false false false false false false false false false false false false false false false false false false false Robert M Wenger 2449 Calle Almonte Santa Barbara CA 93109 Trustee 5.00 0 0 0 NONE 0 NONE 0 897109 9619 0 906728 0 906728 13601 893127 44656 44656 236 236 44420 44420 44420 54330 54330 44420 49030 0 0 0 0 0 0 54330 49030 0 5300 0 0 0 0 0 39120 0 0 0 0 0 0 0 Robert M Wenger None Robert M Wenger 2449 Calle Almonte Santa Barbara CA 93109 3016562532 The Foundation has no formal application process. None None Barnard College 3009 Broadway New York NY 10027 PublicCharity General Purposes 1000 So Others Might Eat 71 O Street NW Washington DC 20001 PublicCharity General Purposes 1000 KidSave International 5185 McArthur Blvd 108 Washington DC 20016 PublicCharity General Purposes 5000 National MS Society 1800 M Street NW Washington DC 20036 PublicCharity General Purposes 4000 Santa Barbara Botanic Garden 1212 Mission Canyon Rd Santa Barbara CA 93105 PublicCharity General Purposes 2500 Planned Parenthood PO Box 34128 Washington DC 20043 PublicCharity General Purposes 5000 Women's Fund of Santa Barbara 1111 Chapala Street Ste 200 Santa Barbara CA 93101 PublicCharity General Purposes 2500 Round House Theater 4545 East-West Highway Bethesda MD 20814 PublicCharity General Purposes 1500 Montecito Trails Foundation PO Box 5481 Santa Barbara CA 93150 PublicCharity General Purposes 200 Ganna Walska Lotusland 695 Ashley Road Santa Barbara CA 93108 PublicCharity General Purposes 3074 Santa Barbara Int'l Film Festival 1528 Chapala Street Santa Barbara CA 93101 PublicCharity General Purposes 1500 Santa Barbara Museum of Natural History 2559 Puesta del Sol Santa Barbara CA 93105 PublicCharity General Purposes 6000 Food Bank of Santa Barbara County 1525 State St Suite 100 Santa Barbara CA 93101 PublicCharity General Purposes 1000 Direct Relief 6100 Wallace Becknell Rd Santa Barbara CA 93117 PublicCharity General Purposes 2500 Elings Park Foundation 1298 Las Positas Road Santa Barbara CA 93105 PublicCharity General Purposes 1000 Climb for Hope 221 Bosley Ave Towson MD 21204 PublicCharity General Purposes 500 Women's Board SBMA PO Box 91721 Santa Barbara CA 93190 PublicCharity General Purposes 1750 Santa Barbara Museum of Art 1130 State Street Santa Barbara CA 93101 PublicCharity General Purposes 500 University of PA Philadelphia Philadelphia PA 19104 Public Charity General Purposes 1000 CASA 2125 S Broadway Ste 106 Santa Maria CA 93454 PublicCharity General Purposes 3750 Chasing Hope Foundation 399 Ridge Ave Winnetka IL 60093 PublicCharity General Purposes 500 Graviota Coast Conservacy PO Box 1099 Goleta CA 93116 PublicCharity General Purposes 1000 Lafayette College 730 High St Easton PA 18042 PublicCharity General Purposes 500 SLO4Home 3563 Sueldo St Ste C San Luis Obispo CA 93401 Public Charity General Purposes 200 The Brady Center to Prevent Gun Violence 840 First St NE Ste 400 Washington DC 20002 PublicCharity General Purposes 500 The Nature Conservancy 4245 N Fairfax Dr Ste 100 Arlington VA 22203 Public Charity General Purposes 1500 Santa Barbara Zoo 500 Ninos Drive Santa Barbara CA 93103 PublicCharity General Purposes 500 Tradart Foundation PO Box 517 Santa Barbara CA 93102 PublicCharity General Purposes 2000 51974 14 116 14 9343 18 9886 19345 19345 n/a n/a false false false false false false false false false false Gassler & Company Tax preparation 4200 Carillon Eagle Mid Cap Growth F Purchased 2022-11 5000 6115 -1115 Carillon Eagle Mid Cap Growth F Purchased 2023-02 10000 13175 -3175 Carillon Eagle Mid Cap Growth F Purchased 2023-06 5000 6628 -1628 Eaton Vance Large Cap Value Purchased 2022-10 1000 1112 -112 First Eagle Overseas Fund Purchased 2023-06 5000 5369 -369 Growth Fund of America Purchased 2023-01 6500 8860 -2360 Growth Fund of America Purchased 2023-02 10000 12920 -2920 Growth Fund of America Purchased 2023-06 17000 17774 -774 Principal Diversified Income F Purchased 2022-11 2500 2956 -456 Capital Gain Distributions 22796 22796 Mutual Funds: 0 0 Carillon Eagle Mid Cap Stock Fund 155500 159253 Eaton Vance Large Cap Value Fund 113972 152556 EuroPacific Growth Fund 83240 101561 First Eagle Overseas Fund 130890 159829 Growth Fund of America 126551 190180 Mainstay Cushing MLP Fund 40969 24905 NeubergerBerman Equity Income Fund 84015 88927 Principal Global Diversified Income Fund 35906 30555 Registered Agent Fee 511 255 256 Federal tax 1312 Federal tax 688